Morningstar Style Funds :: ETFScreen.com

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Morningstar Style Funds

The Morningstar "Style" funds break the market into 9 segments which can be pictured as a 3x3 cube with capitalization on one axis and value/growth on the other. This convenient group of ETF's demonstrates how the various segments of the market are performing.

Below you will see the Total Return for these funds over the past year. The default order is by Relative Strength but you can sort on any other column by clicking either the Ascending or Descending arrows. ( Asc

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Viewing data as of Friday, 02:40 pm ET (updated hourly).

Name Symbol RSf Today 5 Days 1 Mth 3 Mths 6 Mths 1 Year dolVol21

iShares Morningstar Mid Core Index Fund JKG 77.74 1.37 4.88 -0.62 7.94 0.94 21.76 646k
iShares Morningstar Mid Growth Index Fund JKH 74.32 1.37 4.15 -0.05 6.35 0.42 22.83 2m
iShares Morningstar Small Value Index Fund JKL 71.58 1.74 4.91 -1.42 5.44 -1.83 22.69 3m
iShares Morningstar Small Growth JKK 64.16 1.54 4.03 -0.8 6.5 -0.87 16.54 1m
iShares Morningstar Mid Value Index Fund JKI 57.08 1.47 4.08 -0.72 4.53 -1.38 18.38 616k
iShares Morningstar Small Core Index Fund JKJ 55.82 1.65 4.51 -1.91 3.52 -2.56 18.51 1m
iShares Morningstar Large Value Index Fund JKF 39.61 1.05 3.15 -1.27 7.03 -1.15 9.35 591k
iShares Morningstar Large Core Index Fund JKD 30.48 1.33 3.83 -2.08 3.73 -3.21 9.71 2m
iShares Morningstar Large Growth Index Fund JKE 22.37 1.41 3.58 -2.59 2.75 -6.3 9.65 2m
9 funds listed.

The dynamics of Relative Strength are illustraded below for the past quarter. From this you can visualize which funds are improving on a relative basis and which are deteriorating.

5-day Intervals 21-day Intervals
as of Friday, 02:40 pm.

Symbol 09/03 08/27 08/20 08/13 08/06 07/30 07/23 07/16 07/09 07/01 06/24 06/17 06/10

JKG 77.7 60.2 66.2 64.5 77.6 78.0 72.0 65.7 73.6 64.7 71.9 84.0 81.7

JKH 74.3 66.5 69.6 64.7 78.2 70.2 76.9 67.8 78.5 73.6 81.8 85.6 84.3

JKL 71.6 46.5 47.1 47.6 80.2 83.3 75.9 63.7 80.8 72.6 86.0 92.0 91.0

JKK 64.2 57.5 51.0 45.6 70.9 65.6 64.1 46.3 63.8 56.6 58.7 73.3 66.8

JKI 57.1 47.7 49.9 57.5 60.4 67.2 63.2 59.8 72.8 61.0 71.2 86.0 89.2

JKJ 55.8 36.3 35.8 28.0 63.0 66.2 64.8 49.6 69.0 67.1 78.3 86.1 83.8

JKF 39.6 37.6 30.9 42.5 33.4 31.5 32.2 30.2 34.1 28.8 27.9 43.1 45.4

JKD 30.5 28.2 27.8 31.2 33.8 32.5 38.7 38.9 45.1 39.0 38.2 54.6 53.8

JKE 22.4 21.8 27.5 25.5 28.8 25.4 32.9 31.4 33.2 27.9 32.0 46.7 43.7

9 funds listed.

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by the above settings, not valid symbols, or are low volume ETF's not updated intra-day.

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